How to Enable and Export a Dashboard as PowerPoint in Bold BI
Bold BI® provides a seamless way to export survey analysis data to PowerPoint at both the dashboard and widget levels. You can export your entire dashboard as a PowerPoint presentation in Bold BI® by enabling the export option and following a few simple steps.
Enabling PowerPoint Export
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Access the Property Panel:
- Click on the Property Panel Icon.
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Navigate to Export Settings:
- Go to the Allow Exporting category under the Properties section in the Property Panel.
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Enable PowerPoint Option:
- Enable the PowerPoint export option and publish the changes.
- Enable the PowerPoint export option and publish the changes.
Exporting Data to PowerPoint from the Dashboard
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Select Export Option:
- Click on the Export to PowerPoint option in the drop-down menu located at the right corner of the title section.
- Click on the Export to PowerPoint option in the drop-down menu located at the right corner of the title section.
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Choose Export Type:
- You can choose to export either the entire dashboard or specific widgets:
- Dashboard: Exports all widgets within the dashboard onto a single PowerPoint page.
- Widgets: Exports each selected widget onto separate pages in the PowerPoint presentation.
- Dashboard: Exports all widgets within the dashboard onto a single PowerPoint page.
- You can choose to export either the entire dashboard or specific widgets:
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Export Specific Widgets:
- If you want to export specific widgets, select those widgets and choose the export option accordingly.
- If you want to export specific widgets, select those widgets and choose the export option accordingly.
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Set File Name:
- A pop-up will appear prompting you to enter a preferred file name to replace the default one.
- A pop-up will appear prompting you to enter a preferred file name to replace the default one.
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Click Export:
- After setting the file name, click on Export to generate the PowerPoint presentation with the current view of the selected widgets.
- After setting the file name, click on Export to generate the PowerPoint presentation with the current view of the selected widgets.
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Download Notification:
- Once the export is complete, a success notification will appear, providing a link to manually download the exported files.
- Once the export is complete, a success notification will appear, providing a link to manually download the exported files.
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Resetting Export Settings
- If you wish to restore the default values in the export pop-up, click on the Reset button.
- If you wish to restore the default values in the export pop-up, click on the Reset button.
Exporting survey analysis data to PowerPoint in Bold BI® is a straightforward process that enhances the presentation of your data. By following the steps outlined above, you can easily create professional PowerPoint presentations from your dashboard and widget views.
Additional References
- How to export complete Pivot Grid data with multiple columns
- Exporting Bold BI® Dashboards to PDF with Custom size
- Exporting Data Guide
For further assistance, please refer to the official documentation or contact support.